4. Setting Up Your First Zap

‍

In this step-by-step article, we will walk you through the process of setting up your first Zap (automated workflow) using Zapier. Let's get started!

‍

Step 1: Copy API Keys from the Integrations Menu

‍
- Go to the Integrations Menu in your Mobilo account.
-Locate the API keys and make sure to copy them. You will need these keys for the upcoming steps.

‍

Step 2: Login to Zapier

‍
-Click the "Configure" button in the Mobilo Integrations Menu.
-Click the "Log In" button to sign in to your Zapier account.
-In the Zapier login section, enter your login credentials and log in to your Zapier account.

‍

Step 3: Setting up the Trigger

‍
-In the Zapier window, click the "Create Zap" button to start setting up your first Zap.
-Search for the Mobilo App and select it as the trigger app.
-Choose the Trigger Event, such as "New Lead (For Your Organization)."

‍

Step 4: Connect Mobilo Account to Zapier

‍
-Click the "Sign In" button to connect your Mobilo account to Zapier.
-In the new window, paste the API keys you copied earlier.
-Click "Yes, Continue to Mobilo Card" to complete the connection.
-Click the "Continue" button to proceed.

‍

Step 5: Test the Trigger

‍
-Click the "Test Trigger" button to test the trigger setup.
-Select one of the available leads from the dropdown list.
-Click the "Continue" button.

‍

Step 6: Configuring the Action

‍
-Choose the app you want to use for the action, such as Gmail.
-Select the specific event for the action.
-Click the "Continue" button.
-Click the "Sign In" button to connect your Gmail account to Zapier.

‍

Step 7: Personalize the Email

‍
-In Gmail, add the "Send From" email address and a subject line.
-Select the Mobilo Lead information you want to include in the email, such as the lead's email address or first name.
-Customize the email body as desired.
-Click the "Continue" button.

‍

Step 8: Test the Action

‍
-Click the "Continue" button.
-Click the "Test Action" button to test the action setup.
-Zapier should confirm a successful test.
-Check your inbox to verify that you received the test message.

‍

Step 9: Publish and Complete the Zap Setup

‍
-Click "Publish" to finalize the Zap setup.
-Wait for Zapier to complete the connection.
-Congratulations! You have successfully automated your lead management using Zapier.

‍

Recap

‍
By following these step-by-step instructions, you have set up your first Zap using Zapier. You configured the trigger, connected your Mobilo and Gmail accounts, personalized the email, and tested the automation. Now, you can enjoy the benefits of automated lead management. If you encounter any difficulties or require further assistance, please reach out to our support team at support@mobilocard.com

‍